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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

 
17 Comments
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QuickBooks Team

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Hi there, stringrs.

 

It's possible that the pre-fill option is not turned on in your settings. Let's check it by following these steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Your Company, click Account and Settings.
  3. On the left menu, click Advanced.
  4. Click Automation to expand, and check the Pre-fill forms with previously entered content box.
  5. Click Save.
  6. Click Done.

You can also check this article for more information: How To Use Auto-Recall To Pre-Fill Transactions.

 

Please let me know if there's anything else you need help with QuickBooks. Thanks.

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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Hi I have the same question.  I've gone through the steps listed and it seems to work for everything except deposits.  I deposit checks and receive ACH payments everyday and when I enter the deposit it doesn't ever recall Account it should be posted to.  Anyway to fix it?

Thanks

QuickBooks Team

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

It's nice to have you in the thread, @AllPureChris. I'm here to help with recording deposits.

 

The Auto-recall feature is primarily used to fill out information when entering a bill, writing a check or recording a credit card charge. It can also be used to select a Location automatically for an invoice or sales receipt. For further information on this, I recommend the following article: How to use auto-recall to pre-fill transactions.

 

Just to clarify, do you use the same bank account for every deposit? Additionally, it would be beneficial to know if the same account is automatically selected if you choose Save and new after creating a deposit.

 

I'll be waiting on standby and look forward to getting to the bottom of this. Wishing you well.  

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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

I am using accountant desktop version. Same issue.  PITA

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Level 2

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

I have followed all the steps to select the autofill option, but payments entered still do not populate for deposits. 

 

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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

I even set up a customer and its prefilling the payment column and using an expense account?  

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QuickBooks Team

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Hi @Indie518 @PreschoolDirector,

 

You can go to the Edit menu to turn on the auto recall feature in the Desktop version. Let me guide you on how.

 

  1. Go to the Edit menu.
  2. Choose Preferences.
  3. In the Preferences window, mark the Automatically remember account or transaction information.
  4. Select Pre-fill accounts for vendors based on past entries.
  5. Hit Okrecall sc.PNG

 

As mention above for QuickBooks Online, the autofill feature is applicable when entering a bill or recording a credit card charge and writing a check. This is also used to choose a location automatically for an invoice or sales receipt.


Please check this article you can read for more information on turning on the auto-recall feature: How to use auto-recall to pre-fill transactions.

 

Reach out to me if you have additional questions. Thanks.

 

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Level 2

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

So my problem is with Quickbooks online, not desktop. I folowed all the steps and all appropriate places are checksed, but it still will not auto populate. 

What next ?

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QuickBooks Team

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

I'd like to help you, PreschoolDirector.

 

I'd just like a little information. What transaction are you trying to create? As my colleagues mentioned, the auto-fill feature is only applicable when creating a bill or recording a credit card charge and writing a check. 

 

If you're creating one of these transactions, we'll have to try a few steps to resolve this unexpected behavior. 

 

To start with, let's access QuickBooks Online using a private/incognito window. This is the best place to determine web issues. These are the keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If details are auto-populating, go back to the main browser, then clear the cache. Clearing them is part of the browser hygiene. This is to prevent the browser or program to behave differently. 

 

In addition, you can use a different browser like Google Chrome or Mozilla Firefox.

 

If you have any further questions, you can get back to this thread. 

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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Why is autofill not available for deposits? Can you imagine a business that does not have repetitive deposits?  

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QuickBooks Team
QuickBooks Team

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Great to have you here, Indie518.

 

I know how beneficial it is to your business to auto-fill the deposit transaction, however, it is unavailable in QuickBooks Online (QBO). The auto-recall feature is only available when creating a customer, vendor, or employee transactions.

 

For more details about this one, you can check out this article: How to use auto-recall to pre-fill transactions.

 

I'll personally share your product suggestion to our engineers regarding this one. They're always looking for ideas from users on how to improve QBO.

 

In the meantime, you can create a recurring transaction template for deposits. Just go to the Bank Deposit transactions and click the Make recurring option. Then, enter the information and hit the Save template button once done.

 

I have a link here that provide articles about managing expenses and vendor transactions: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Onlin....

 

The Community will always have your back if you need anything else with managing your bank deposits. I'm always here to help.

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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

The issue is that the autofill does not work in the deposit column of the check register.  Should be easy enough for the developers to apply the same function to the deposit column. 

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QuickBooks Team

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Hello, @Indie518.

 

I understand the importance of this feature for you and your business. I'll also take note of this and pass along the information to our product developers. This way, they'll know our customers' needs and might consider the feature in the coming updates.

 

Also, to stay current with the latest QuickBooks news and updates, visit our blog.

 

As always, read out help articles in case you need help and related links in the future.

 

Visit the Community page if there's anything you need assistance with. I'm a few clicks away to help. Have a good day!

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Level 2

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

I enter payments from customers, or sales receipts for grant awards that come in as checks, then go to make bank deposit and nothing populates for the payments I have just entered. 

They show as payments in each separate account, but nothing show up to print on deposit slips. 

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Moderator

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Hi PreschoolDirector,

 

You'll have to deposit your customer payments to the Undeposited Funds account first. This helps you create a bank deposit and print a deposit slip in QuickBooks Online (QBO).

 

  1. Click on the + New button.
  2. Choose either Receive payment or sales receipt.
  3. Select Undeposited Funds from the Deposit to drop-down menu.Payments.PNG
  4. Click on Save and close.

You can learn more about depositing payments into the Undeposited Funds account in QBO.

 

In case you want generate a report that shows your total Undeposited Funds, refer to this article: How to create a report of your total Undeposited Funds.

 

We're just a post away if you need anything else. Have a good one.

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Level 2

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

Thank you ! This is the answer I've been looking for!

 

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Level 1

Why doesn't quickbooks online allow me to autofill info from my last deposit? or if it does how do I do it?

We agree that auto fill should work for entering deposits in the checkbook. We create more than one deposit transaction for every working day.

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